Are You Maximizing Your...
Equity Compensation
Investments
Earnings After Taxes
Financial Life
Accomplish Your Goals And Live Your Life
We work with you to align your equity compensation plan with your goals, both financial and personal. Our services are designed to minimize your tax liability, create a path to your goals, and build your net worth.
Why Ubequity?
Fiduciary
We advise in your best interest with a personalized approach.
Specialization
We provide expert knowledge in equity compensation because it requires a professional with experience.
Collaboration
We work closely with your other professionals, including your CPA and estate planning attorney.
About
Ubequity Wealth Management, LLC means potential unlocked. We believe equity compensation represents an opportunity for yourself, your family, and the causes that matter to you. Our goal is to help stock compensation recipients tap into this opportunity and, ultimately, enhance their lives.
Our Services
Investment Management
We work with you to create a portfolio that matches your risk tolerance and goals. Over time, we will oversee your investments and make adjustments as necessary.
Financial Planning
From your lifestyle inclinations to charitable goals, we’ll build a plan oriented around your values, your family life, and what you want your future to look like.
Equity Compensation Management
After we’ve determined the optimal way to arrange your equity compensation, we’ll review and make alterations as your goals shift and any career changes occur.
Who We Work With
Leaders
Including C-suite executives, board members, and decision-makers
Industry Experts
Across various industries, such as tech, health, pharmaceutical, energy, and industrial
Professionals
With significant assets and equity compensation
Learn More About Who We Work With
Initial Ubequity Planning Process
Throughout this process, keep in mind that there is no commitment from you until we agree to work together to secure your financial independence.
Discovery Meeting
In this complimentary 30-minute video conversation, we'll get to know one another, discussing your goals and our process.
Information Gathering & Analysis
We ask you to provide your priorities and values to help us as we seek opportunities to improve your financial position.
Executive Summary Meeting
We analyze your goals, provide you with our findings and answer any questions you may have.
Schedule Your Discovery Meeting
5 Keys To Equity Compensation Success
Do you want to learn more about how to manage your equity compensation? We walk you through 5 key areas that apply to your compensation.
*We take your privacy seriously and will not share or spam your email.
Client Success Stories
Robert’s employer was acquired by a private equity firm.
Mark is an IT Employee at a major public company.
James was offered a new position.
Emma’s employer was acquired.